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Letitia Steiner Berbaum

RFG Advisory, LLC

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About Letitia Steiner Berbaum

Letitia Steiner Berbaum is an investment advisor representative with RFG Advisory, LLC, a firm that has offices in Irvine, CA and Vestavia Hills, AL. Letitia has been in the financial industry since 2011. Letitia has a series 7 and 66 license. Letitia has experience with a variety of clients, including high net worth individuals, businesses, and charities. Letitia provides financial planning, portfolio management, and other investment-related services. Letitia has previously worked with Grammercy Securities, Inc. and LPL Financial LLC.

Firm Information

Letitia Berbaum is currently registered with RFG Advisory, LLC. RFG Advisory, LLC is an investment advisor headquartered in VESTAVIA HILLS, AL. The firm provides financial planning, pension consulting, and educational seminars to individuals, corporations, and trusts. They have over 84 licensed agents, 122 investment advisor representatives, and 75 registered representatives. RFG Advisory, LLC manages over $3.8 billion in assets for over 17,871 clients.
RFG Advisory, LLC

1400 URBAN CENTER DRIVE

VESTAVIA HILLS, AL 35242-2245

$3.86B

Assets Under Management

8

Total Clients

120

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Letitia Berbaum’s Registration & Firm History

CA

10/01/2024 - Present

RFG Advisory, LLC (IRVINE CA)

CA

11/17/2020 - 10/05/2021

TESSERA CAPITAL PARTNERS, LLC (Laguna Beach CA)

CA

03/05/2018 - 10/07/2020

GRAMERCY SECURITIES, INC. (DANA POINT CA)

CA

08/02/2011 - 11/22/2017

LPL FINANCIAL LLC (IRVINE CA)

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Licenses & Designations

BOTH

Issued 11/26/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Letitia Steiner Berbaum.
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